Find work in Canada.

574,841 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 12 mins ago
Managed Accounts Analyst
Richardson Wealth Ltd
Toronto, ON
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are…
Added 13 mins ago
C
Licensed Insurance Advisor
Co-operators
St. Albert, AB
- Full-time
We are seeking an enthusiastic, client-focused Licensed Insurance Advisor to join our growing team. This is an excellent opportunity for someone who is passionate about helping clients…
Added 28 mins ago
C
Senior Private Banking Associate
CIBC
Mississauga, ON
- Full-time
…CIBC Private Wealth Management. As a Senior Private Banking Advisor, you will provide exceptional service to Private Banking clients by assisting them with their transactional banking needs…
Added 28 mins ago
CA
Senior Marketing & Communications Advisor
Condominium Authority of Ontario
Toronto, ON
- Full-time
Added 28 mins ago
IF
Bilingual Telesolutions Advisor
Intact FC
Montreal, QC
- Full-time
Annual bonus target, based on the base salary, with a potential payout of up to double the target (subject to personal and company performance):
Added 43 mins ago
M
Senior Accountant, Assurance and Accounting
MNP
Orangeville, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 43 mins ago
M
Manager, Assurance and Accounting
MNP
Orangeville, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 43 mins ago
M
Tax Preparer
MNP
Oshawa, ON
- Full-time
…in support of our firm’s business operations. As a trusted advisor, you’ll identify challenges, problem solve and drive efficiencies while contributing to the success of our firm and our…
Added 43 mins ago
IF
Business Development Coordinator
iA Financial Group
Calgary, AB · Vancouver, BC · Toronto, ON
- Full-time
A key member of the National Business Development Coordinator Team, you will work closely with the Strategic Relationships Team, to provide exceptional advisor experience to the Advisors.
Added 43 mins ago
IF
Data Solution Architecture Advisor
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…managed, integrated, and consumed? As a Data Solution Architecture Advisor, you will play a key role in defining and safeguarding a cohesive, integrated, and sustainable data architecture…
Added 43 mins ago
D
Account Manager, Business
Desjardins
Quebec, QC
- Full-time
…profitability with client/partner satisfaction. You maintain personal business relationships with strategic and important clients - primarily businesses, associations and groups, to ensure…
Added 58 mins ago
R
Client advisor
RBC
Regina, SK
- Part-time
· Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Added 58 mins ago
SC
Universal Financial Associate -Okotoks
Servus Credit Union
Okotoks, AB
- Full-time
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Added 58 mins ago
SC
Financial Advisor - Coventry Hills
Servus Credit Union
Calgary, AB
- Full-time
We are hiring for a Financial Advisor in our Coventry Hills Branch.
Added 58 mins ago
NF
Field Sales Representative
Northbridge Financial Corporation
Mississauga, ON
- Full-time
…meaningful partnerships with business owners, and become a trusted advisor in the commercial insurance…
Added 1 hour ago
Managed Accounts Analyst
Richardson Wealth Ltd
Toronto, ON
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are…
Added 1 hour ago
B
Service Advisor
BCAA
North Vancouver, BC
- Full-time
We are currently hiring a Service Advisor based in our North Vancouver Service Location!
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Courtenay, BC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
NB
Banking advisor
National Bank of Canada
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
RB
Banking Advisor - Aurora, Newmarket (English and/or Mandarin, Cantonese, Russian, Turkish)
Royal Bank of Canada
Bradford West Gwillimbury, ON · Newmarket, ON · Richmond Hill, ON · ON · AURORA, Ontario
- Full-time
Banking Advisor - Aurora, Newmarket (English and/or Mandarin, Cantonese, Russian, Turkish)
Added 1 hour ago
Senior Project Manager - Wastewater Treatment Services
CDM Smith
Burnaby, BC
…challenging, progressive and inclusive work environment which fosters personal leadership, career growth and development for every employee. We value passionate individuals who challenge…
Added 2 hours ago
IM
Health And Safety Coordinator
Iron Maple
Dartmouth, NS
- Full-time
…ensuring each trade has an elected member, and act as safety advisor to Iron Maple’s company and project committees as…
Added 2 hours ago
Senior Manager, Strategic Initiatives (Underwriting/ Personal Lines)
Aviva
Markham, ON · Toronto, ON
…team as Senior Manager, Strategic Initiatives (Underwriting/ Personal Lines) . Reporting to the SVP, this role will help shape and execute the strategic direction for Product, National…
Added 2 hours ago
M
Licensed Assistant
Manulife
Burlington, ON
- Full-time
Manage the advisor’s calendar, including scheduling meetings, client appointments, and conference calls.
Added 2 hours ago
B
CI Advisor I
BrokerLink
Alexis Whitecourt 232, AB
- Full-time
Commissions & other performance incentives: Expected, but not limited payout potential of 10-15% of salary (subject to personal and team performance)

Richardson Wealth Ltd

Managed Accounts Analyst

Toronto, ON, Canada

The expected annualized base salary range for this role is $60,000-$70,000.

Apply About employer

Applications open in a new tab.

Job details

Pay: The expected annualized base salary range for this role is $60,000-$70,000.
Experience: Minimum 1-3 years experience in a fee-based program
Posting language: English
Posted: Nov 3, 2026

Original job description

Who We Are:

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview
Reporting to the Manager of Managed Accounts, the incumbent will be responsible for account data management and trading operations within the Managed Accounts group.

The successful candidate must have sound knowledge of investments markets, strong organizational skills, client-service orientation and ability to work under time constraints.

This is an existing vacancy

Duties and Responsibilities
• Responsible for account data management to ensure accuracy for trading and modeling operations and report dissemination
- Perform data reconciliation between custodial systems and the portfolio management and trading platform
- Manage data transmission workflow; troubleshoot and resolve discrepancies
- Maintain security corporate action processes, ensuring transactions are updated accurately and on timely basis
• Manage workflow and perform trade and modeling operations to support Managed Accounts’ central service activities
- Prepare and setup accounts on the portfolio management system for daily trading
- Track all trading requests received from Investment Advisor teams
- Assist the Managed Accounts trading team where required
- Post-trade review and audit of client holdings compared to assigned model weights
• Responsible for the production and dissemination of quarterly and annual reports ensuring data is accurate and sound

Qualifications
• Minimum 1-3 years experience in a fee-based program
• Strong service orientation that will be reflected in professional client interaction and quality of service delivered
• Experience in portfolio management tools and fee billing systems an asset
• Proficient in Microsoft Office Suite
• Ability to work independently with minimal guidance
• Very thorough and detailed oriented
• Excellent organizational, interpersonal, written and verbal skills
• Ability to work under time constraints in high volume situations
• Flexible, team player, self-starter

Education
• Canadian Securities Course (CSC) completed preferred
• Undergraduate degree in Business preferred

The expected annualized base salary range for this role is $60,000-$70,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package in addition to the base pay (where applicable), which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

Why Apply:

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

Apply About employer

More about this job

Responsibilities

The Managed Accounts Analyst is responsible for account data management, including reconciliation and trading operations to ensure accuracy. They also manage workflow for trade modeling and assist in the production of quarterly and annual client reports.

Requirements

Candidates should have 1-3 years of experience in a fee-based program and strong proficiency in portfolio management tools. An undergraduate degree in Business and the Canadian Securities Course (CSC) are preferred qualifications.

Skills

Account data management
Trading operations
Data reconciliation
Portfolio management
Client service
Microsoft Office Suite
Financial analysis
Workflow management
Trade modeling
Audit
Attention to detail
Organizational skills
Interpersonal skills
Written communication
Verbal communication
Time management

Benefits

Performance-based incentive plan
Comprehensive health & dental benefits
Group RRSP matching plan
Paid time off

Visa sponsorship

Not detected in the job text

Keywords

Managed Accounts
Wealth Management
Trading Operations
Data Reconciliation
Portfolio Management
Fee-based program
Canadian Securities Course
CSC
Business
Corporate Actions
Model weights
Client reporting
Data transmission
Investment markets
Financial services
Microsoft Office
Trading platform
Account setup
Post-trade review
Audit

Report this job